Centerpoint Advisors’s A.O. Smith AOS Stock Holding History

Centerpoint Advisors’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-435	Closed	-$27K	–	363
2026 Q2	$27K	Hold	435	–	–	0.01%	214
2026 Q1	$29K	Hold	435	–	–	0.01%	189
2025 Q4	$29K	Hold	435	–	–	0.01%	196
2025 Q3	$32K	Hold	435	–	–	0.01%	197
2025 Q2	$29K	Hold	435	–	–	0.01%	192
2025 Q1	$28K	Hold	435	–	–	0.01%	198
2024 Q4	$30K	Hold	435	–	–	0.01%	212
2024 Q3	$39K	Hold	435	–	–	0.01%	192
2024 Q2	$36K	Hold	435	–	–	0.01%	207
2024 Q1	$39K	Hold	435	–	–	0.01%	186
2023 Q4	$36K	Hold	435	–	–	0.01%	175
2023 Q3	$29K	Hold	435	–	–	0.01%	187
2023 Q2	$32K	Hold	435	–	–	0.01%	196
2023 Q1	$30K	Hold	435	–	–	0.01%	207
2022 Q4	$25K	Hold	435	–	–	0.01%	187
2022 Q3	$21K	Hold	435	–	–	0.01%	179
2022 Q2	$24K	Hold	435	–	–	0.01%	181
2022 Q1	$28K	Buy	+435	New	+$31.7K	0.01%	174
2020 Q1	–	Sell	-51	Closed	-$2K	–	242
2019 Q4	$2K	Hold	51	–	–	﹤0.01%	246
2019 Q3	$2K	Hold	51	–	–	﹤0.01%	236
2019 Q2	$2K	Hold	51	–	–	﹤0.01%	231
2019 Q1	$3K	Hold	51	–	–	﹤0.01%	207
2018 Q4	$2K	Hold	51	–	–	﹤0.01%	211
2018 Q3	$3K	Hold	51	–	–	﹤0.01%	195
2018 Q2	$3K	Buy	+51	New	+$3.21K	﹤0.01%	234

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Centerpoint Advisors's AOS Position: Q3 2026 in Review

Centerpoint Advisors sold out of A.O. Smith (AOS) in Q3 2026, closing a stake of 435 shares — an estimated $27K sold.

Centerpoint Advisors first reported a position in AOS in Q2 2018 and held it in 25 quarters. The position peaked at $39K in Q3 2024. 392 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

Centerpoint Advisors reported no remaining A.O. Smith position as of Q3 2026 after selling out during the quarter.
Centerpoint Advisors sold 435 A.O. Smith shares in Q3 2026, an estimated $27K.
Centerpoint Advisors first reported a position in A.O. Smith in Q2 2018 and held it in 25 quarters.
Centerpoint Advisors's A.O. Smith position peaked at $39K in Q3 2024.
392 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.